PM icon

Philip Morris
PM

Overview Fund Activity

2,015 hedge funds and large institutions have $113B invested in Philip Morris in 2023 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 767 increasing their positions, 779 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,015
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.13%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.86%
New
128
Increased
767
Reduced
779
Closed
110
Calls
$643M
Puts
$961M
Net Calls
-$318M
Net Calls Change
-$537M

Top Buyers

1
Invesco
Invesco
Georgia
+$398M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$289M
3
DCP
D1 Capital Partners
New York
+$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$267M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$216M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.44B
2
GQG Partners
GQG Partners
Florida
-$376M
3
Capital International Investors
Capital International Investors
California
-$354M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$285M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
1801
Community Bank
New York
$175K – – –
AGWCA
1802
Annis Gardner Whiting Capital Advisors
Florida
$171K +$171K +1,819 New
SIS
1803
Sound Income Strategies
Florida
$169K -$3.8K -41 -2%
TIM
1804
Thompson Investment Management
Wisconsin
$165K – – –
SN
1805
Sittner & Nelson
Oregon
$163K +$1.02K +11 +0.6%
SC
1806
Stephens Consulting
Michigan
$161K +$53.6K +579 +50%
OA
1807
Operose Advisors
Wisconsin
$161K +$131K +1,410 +435%
AAP
1808
Arax Advisory Partners
Colorado
$159K +$5.65K +61 +4%
GFL
1809
Granite FO LLC
New Hampshire
$157K – – –
POIA
1810
Pin Oak Investment Advisors
Texas
$157K +$6.94K +74 +5%
NFSG
1811
Newbridge Financial Services Group
Florida
$156K -$18.2K -197 -10%
LWANC
1812
Laurel Wealth Advisors (North Carolina)
North Carolina
$155K – – –
CWC
1813
Carolinas Wealth Consulting
North Carolina
$154K +$9 +2 +0%
UIA
1814
Ulland Investment Advisors
Minnesota
$150K – – –
MIM
1815
Meridiem Investment Management
United Kingdom
$148K – – –
SGC
1816
Slocum, Gordon & Co
Rhode Island
$146K – – –
CWA
1817
Carolina Wealth Advisors
South Carolina
$139K +$139K +1,500 New
SWA
1818
Sutton Wealth Advisors
Florida
$138K +$2.31K +25 +2%
GWMIA
1819
Global Wealth Management Investment Advisory
Florida
$137K – – –
HBW
1820
Hazlett, Burt & Watson
West Virginia
$137K +$186 +2 +0.1%
NCM
1821
Northwest Capital Management
Oregon
$130K – – –
RBC
1822
Roble Belko & Company
Pennsylvania
$130K – – –
HIM
1823
Hillsdale Investment Management
Ontario, Canada
$130K +$67.6K +730 +109%
SG Americas Securities
1824
SG Americas Securities
New York
$129K -$5.52M -59,549 -98%
AIM
1825
Acropolis Investment Management
Missouri
$128K +$1.2K +13 +0.9%
71 72
73
74 75